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César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Connecting the dots Markets will be on tenterhooks this week for the release of the Federal Reserve’s preferred inflation measure, core PCE, on Friday for indications as to whether the Fed has finished hiking interest rates.…

Lauréline Renaud-Chatelain, Fixed-income strategist, Pictet Wealth Management. Investors could continue to demand a higher premium for holding long-term US debt. The 10-year US Treasury yield rose from a low of 3.31% on 6 April to 4.34% on 21 August, the highest level since 2007, primarily…

Jon Mawby Co-Head of Absolute & Total Return Credit Pictet Asset Managment. Yields on government bonds and corporate credits are generous enough to protect investors against considerable market volatility. The investment case for holding bonds and credit is the best it’s been for at least…

We all know and use TripAdvisor, whether it´s near our home or abroad, to find a restaurant according to our criteria. This platform allows consumers to share their opinions and thus penalise or favour certain restaurants. But what happens when restaurant owners, who until nowwere…

Generative AI may have enthused investors, but it's only a subplot in the much grander story of the technology sector's transformation. Anjali Bastianpillai ,Senior Client Portfolio Manager Pictet Asset Managment Childrens' homework, social media posts, magazine articles, books – ChatGPT can apparently do it all.…

Comments by Franck Dixmier, Global CIO Fixed Income at Allianz Global Investors. We do not expect a rate hike from the Fed at its 19-20 September meeting. The Fed has entered the most mature phase of its monetary tightening cycle. The markets' attention will now…

By Dong Chen, Head of Asia Macroeconomic Research and Ling Chen, Graduate, Pictet Wealth Management. Strengthening policy support and signs that manufacturing is stabilising could point to a moderate recovery over the rest of the year. Since late August, policy support in China has picked up in pace and strength. While…

Story of the month The energy transition will require massive growth in the electrification of transport, industry and buildings, making it essential to transform electricity networks in an unprecedented way. In 2022, 274 billion dollars were invested in the modernisation and creation of electrical infrastructures,…

Luc Olivier, Fund Manager for Echiquier Climate & Biodiversity Impact Europe,1 La Financière de l’Echiquier. The summer of 2023 was one of devastating fires. In Canada, they destroyed nearly 16.5 million hectares of forest – an area the size of Tunisia. Forests are vital carbon sinks…

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Detroit on strike? After a difficult time for risk assets last week, markets will be looking for direction in the coming days from US inflation data and the European Central Bank’s policy meeting. They will also…